Palo Alto Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Palo Alto Wealth Advisors, LLC

  • $256 Billion
  • Q1 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 1,608 shares of ESGU stock, worth $194,696. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,608
Previous 1,604 0.25%
Holding current value
$194,696
Previous $207 Million 0.05%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$120.24 - $134.3 $480 - $537
4 Added 0.25%
1,608 $206 Million
Q4 2024

Feb 14, 2025
BUY
$124.61 - $133.96 $623 - $669
5 Added 0.31%
1,604 $207 Million
Q3 2024

Nov 06, 2024
BUY
$113.45 - $126.18 $181,406 - $201,761
1,599 New
1,599 $205 Million

Others Institutions Holding ESGU

# of Institutions
854
Shares Held
95.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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